DAP
Level 3

Sure  if you go to the details screen of the 1099R and tab over to  the 8606, and under the that the forth information says treat as inherited ( which it was). when you go the the ? the screen appears to explain and the inputted amount is not reflected on the Roth worksheet as a distrbution from clients account.

Form 8606
Traditional/traditional SEP/traditional SIMPLE IRA: 1=report on Form 8606, 2=exclude [Override]
Value of all traditional/traditional SEP/traditional SIMPLE IRAs at 12/31/25 (plus outstanding rollovers) (-1=none)


Select
Qualified first-time homebuyer expenses (Roth 5-year holding period met)


Select


Treat as inherited

 

*Treat as inherited

Select the box if this distribution is from an inherited traditional IRA or Roth IRA that the recipient isn't treating as theirown, as described in IRS Pub. 590-A.